SC
Southeast Capital Management Ltd
SEC-registered
Investment Adviser · Boutique (under $100M)
CRD 334751
· SEC file 801-132955
·
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ADV data as of Oct 07, 2025
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 1
AUM over time
$0
$0
May 8, 2025
Oct 7, 2025
Reported AUM from Form ADV filings, plotted by filing date · as of Oct 07, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 10/07/2025 | 899 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Oct 07, 2025.
View current Form ADV (SEC/IAPD) ↗